Margaret Taylor
Newport,OR
Summary
Detail-oriented Client Account Manager with demonstrated expertise at Marsh McLennan, recognized for optimizing administrative processes, ensuring data integrity, and maintaining compliance with regulatory standards. Strong collaborator dedicated to improving operational efficiency, exceptional service, and operational excellence. Known for being a team player, reliability, and consistently exceeding expectations.
Overview
14
14
years of professional experience
Work History
Client Account Manager
Marsh McLennan
08.2023 - Current
- Cultivated and maintained strong client relationships to ensure service expectations and satisfaction were consistently met.
- Executed a broad range of administrative and clerical tasks, including data entry, scheduling, filing, and record management.
- Organized and updated client files containing sales contacts, communication logs, notes, and other critical documentation.
- Developed and maintained organized filing and digital systems to allow for efficient retrieval of essential records.
- Processed and maintained client and policy information through digital databases, ensuring accuracy, confidentiality, and compliance with data standards.
Agent
State Farm
06.2011 - 07.2023
- Delivered high quality customer service by proactively addressing issues and fostering positive, long-term client relationships.
- Supported daily operations by collaborating effectively with team members to maintain productivity and workflow.
- Managed escalated calls with professionalism. achieving balanced resolutions that met both client needs and company standards.
- Provided expert guidance and support to team members on administrative and policy procedures, promoting accuracy and efficiency across operations.
- Worked closely with service teams to streamline processes and deliver an exceptional customer service from start to finish.
Skills
- Teamwork and collaboration
- Problem-solving
- Time management
- Attention to detail
- Verbal and written communication
- Flexible and adaptable
Timeline
Client Account Manager
Marsh McLennan
08.2023 - Current
Agent
State Farm
06.2011 - 07.2023